NVIDIA
Nvidia Record Q4 Fuels SMH Rally as AI Data Center Demand Surges
Nvidia's Q4 fiscal 2026 earnings beat expectations with record revenue from AI data centers, driving semiconductor ETF momentum. What traders need to know.
NVIDIA SDK 1.5 Cuts AI Gaming Costs with Code Agents Over Tool-Calling
NVIDIA's In-Game Inferencing SDK 1.5 introduces code agents that slash GPU inference calls by 66%, enabling richer AI NPCs without crushing frame rates.
NVIDIA Brings CUDA Tile Programming to Julia with cuTile.jl Release
NVIDIA releases cuTile.jl, enabling Julia developers to write high-performance GPU kernels using tile-based programming with near-parity Python performance.
NVIDIA GTC 2026 Set for March 16-19 as Jensen Huang Teases Full AI Stack Reveal
NVIDIA's GTC 2026 conference runs March 16-19 in San Jose with 30,000+ attendees expected. CEO Jensen Huang keynote may unveil rumored new inference chip.
NVIDIA Drops $2B on Coherent as Optical Tech Race Heats Up
NVIDIA invests $2 billion in Coherent to develop silicon photonics for AI data centers, part of a broader $4B push into optical interconnect technology.
NVIDIA Commits $4B to Optics Partners Lumentum, Coherent for AI Data Centers
NVIDIA invests $2 billion each in Lumentum and Coherent to scale silicon photonics for AI infrastructure. LITE stock jumps 12% on the news.
NVIDIA Deploys Alibaba Qwen3.5 VLM on Blackwell GPUs for AI Agent Development
NVIDIA offers free GPU-accelerated endpoints for Alibaba's 397B parameter Qwen3.5 vision-language model, enabling developers to build multimodal AI agents.
NVIDIA Run:ai Delivers 2x GPU Utilization Gains for AI Inference Workloads
NVIDIA benchmarks show Run:ai platform doubles GPU utilization while cutting latency 61x for enterprise AI deployments running NIM inference microservices.
NVIDIA NVFP4 Training Delivers 1.59x Speed Boost Without Accuracy Loss
NVIDIA's NVFP4 4-bit training format achieves 59% faster AI model training than BF16 while matching accuracy on Llama 3 8B benchmarks, per new research.
NVIDIA Partners With Akamai, Siemens to Fortify Critical Infrastructure Security
NVIDIA teams with five major cybersecurity and industrial firms to deploy AI-powered protection for operational technology systems controlling energy, manufacturing, and utilities.
NVIDIA MIG Tech Delivers 2.25x Speedups for Power-Constrained AI Workloads
NVIDIA's Multi-Instance GPU technology shows up to 2.25x performance gains for data center workloads under power limits, with implications for AI infrastructure costs.
NVIDIA Survey Shows 89% of Telcos Boosting AI Spend in 2026
NVIDIA's telecom AI survey reveals 90% of operators report revenue gains from AI adoption, with autonomous networks delivering fastest ROI.
NVIDIA Run:ai GPU Fractioning Delivers 77% Throughput at Half Allocation
NVIDIA and Nebius benchmarks show GPU fractioning achieves 86% user capacity on 0.5 GPU allocation, enabling 3x more concurrent users for mixed AI workloads.
NVIDIA cuda.compute Brings C++ GPU Performance to Python Developers
NVIDIA's new cuda.compute library topped GPU MODE benchmarks, delivering CUDA C++ performance through pure Python with 2-4x speedups over custom kernels.
NVIDIA Blackwell Delivers 4x Inference Boost for India's Sarvam AI Models
NVIDIA's hardware-software co-design achieves 4x inference speedup for Sarvam AI's 30B parameter sovereign models, showcasing Blackwell's NVFP4 capabilities.